Sales Quoting Software

Streamlined solutions for handling sales documents and quotes

Harness the power of auto-fill and transform the way you handle your documents and quotes, making it faster, more accurate, and entirely hassle-free.

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increase in speed
to create docs and quotes


per document saved
by reducing associated costs


increase in employee
satisfaction and productivity

Auto-fill Templates Using Your Data

Manually entering data into templates can be a time-consuming process, prone to human error and inconsistencies. With our advanced auto-fill feature, you can streamline your sales document processes, ensuring that your documents are accurate, consistent, and generated in record time.

  • Precision and Consistency

    Eliminate manual entry errors and maintain consistent document formatting across all your templates. Whether it's a doc, quote, or invoice, ensure each document upholds your company's standard.

  • Time-Saving Automation

    Speed up document preparation significantly. With templates auto-filled in seconds, your team can focus on more pressing tasks, improving overall productivity.

  • Dynamic Field Integration

    Pull data from various sources – be it CRMs, databases, or spreadsheets. Our system seamlessly integrates with a range of platforms, ensuring your templates are populated with the most up-to-date information.

  • Customizable Templates

    Adapt templates to your unique business needs. Define which fields get auto-populated, ensuring flexibility and relevance in every document generated.

  • Review and Edit

    After auto-filling, you still have the option to review and make any necessary adjustments, ensuring the final document aligns perfectly with your intent.

  • Enhanced User Experience

    Employees can avoid the tedious task of manual data input, leading to higher job satisfaction and reduced burnout. Plus, with faster document generation, clients and partners receive the information they need without unnecessary delays.

Craft Custom Approval Workflows

Crafting custom approval workflows for your documents and quotes ensures you not only close deals faster but also provide a seamless experience for both your team and your clients, all while ensuring document integrity.

  • Personalized to Your Business

    Every deal is unique. With customizable workflows, you can create specific approval stages, tailored document templates, and e-signature processes that fit each transaction's intricacies.

  • Efficiency in Deal Closure

    Streamlining these processes by automating repetitive tasks reduces manual touchpoints and accelerates deal closures, getting you from quote to contract faster.

  • Enhanced Customer Satisfaction

    Faster and more efficient internal processes often lead to quicker customer responses and improved service quality.

  • Curated Product Combos

    Boost your conversion rates and enhance average order value by presenting diverse product bundles, empowering your customers with more options.

  • Instant Notifications

    Team members are instantly alerted when a quote requires revision, or a document needs e-signing, ensuring prompt action.

  • Transparent Audit Trails

    Maintain a comprehensive record of every modification, approval, or e-signature, crucial for accountability and compliance.

Effortlessly Secure Electronic Signatures

Whether you're finalizing contracts or approving proposals, capturing electronic signatures seamlessly ensures speed, efficiency, and security in all your business transactions.

  • Global and Instantaneous

    Forget about the delays associated with postal deliveries or in-person signings. With electronic signatures, documents can be signed and validated by stakeholders anywhere in the world within moments.

  • Audit Trails

    Every signed document comes with a comprehensive audit trail, detailing timestamps, IP addresses, and a complete history of the document.

  • Template Integration

    Integrate your frequently used quote templates, allowing for quick dispatch and signing.

  • Improved Workflow

    With automatic notifications and reminders, quotes can move quickly from one stage to the next, streamlining approvals.

  • Legal and Binding

    E-signatures are recognized by most jurisdictions worldwide as legally binding, providing the same level of legality as traditional signatures.


Launch in days not months

Bring your tools with you. Paycove integrates seamlessly with most popular sales and accounting software

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Free 30-min consultation • No pushy sales or commitments